Plan Snapshot
- Plan Sponsor: Jsp International Group, Ltd.
- Sponsor EIN: 133308754
- Sponsor Address: 1285 DRUMMERS LANE, WAYNE, PA, 19087
- Plan Type: 401(k)
- Total Participants: 624
- Total Assets: $77.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 624 | $77.2M | $1.9M | $3.0M |
| 2023 | 585 | $66.3M | $1.6M | $2.7M |
| 2022 | 592 | $58.2M | $1.4M | $2.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | INVESTMENT ADVISORY | $118,273 | $16 | $118,289 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $98,994 | — | $98,994 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,283
- Estimated Expense Ratio: 0.281% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $217,268 | $118,273 | $98,995 | — | — |
| 2023 | $205,025 | $111,876 | $93,149 | — | — |
| 2022 | $210,953 | $116,931 | $94,022 | — | — |